Our Approach

The Foundation operates two investment pools: equity and fixed income. Funds are invested in the asset allocation that best accomplishes the objectives of the client/beneficiary. The hallmarks of these services are: value added performance, below market cost and Christian-based social screening. Past performance is no guarantee of future results.

Unique blend of competent, competitive investment service and a commitment to the growth of the user-organization’s ministry.

*Past performance is no guarantee of future results

INVESTMENT PERFORMANCE

The KBF recognizes total return, based upon income and market value changes, is the appropriate measure of performance.

The KBF utilizes a team of professional investment management firms and strategies, across a variety of asset classes with different, but complementary, styles and investment decision-making processes, to accomplish the investment objective of each investment fund within the risk definition and quality standards of each fund.

The KBF also utilizes an investing advisory service to measure the time-weighted performance of the investment managers and strategies relative to: (a) the approved benchmarks, (b) the level of risk taken and (c) other managers/strategies.

The performance measurement and reporting is in accordance with the Global Investment Performance Standards (GIPS).

The KBF Investment Committee of the Board of Directors, with the assistance of an investment advisory firm, continuously monitors the performance of all managers and strategies and determines each’s suitability for retention.